Mirova
- SEC CIK
- 0001767843
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 13, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 135
- +9 vs. Q4 2023
- Portfolio value
- $564.5M
- +$76.3M (+15.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMGChipotle Mexican Grill Inc | COM | 1,351 | $3.93M | 0.7% | +1,142+546.4% | Added | History |
| NOWServiceNow, Inc. | Stock | 5,212 | $3.97M | 0.7% | +783+17.7% | Added | History |
| LINLinde PLC | Stock | 9,119 | $4.23M | 0.8% | +518+6.0% | Added | History |
| GPKGraphic Packaging Holding Co | COM | 146,131 | $4.26M | 0.8% | +125,831+619.9% | Added | History |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 174,653 | $4.29M | 0.8% | +72,646+71.2% | Added | History |
| PWRQuanta Services, Inc. | COM | 16,600 | $4.31M | 0.8% | −2,859−14.7% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 16,368 | $4.46M | 0.8% | +1,663+11.3% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 52,819 | $4.54M | 0.8% | +470+0.9% | Added | History |
| CRMSalesforce, Inc. | Stock | 15,084 | $4.54M | 0.8% | +1,616+12.0% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 30,799 | $4.75M | 0.8% | +278+0.9% | Added | History |
| IEXIdex Corp | COM | 19,800 | $4.83M | 0.9% | −2,177−9.9% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 31,736 | $5.36M | 0.9% | +11,502+56.8% | Added | History |
| MAMastercard Inc | Stock | 11,329 | $5.46M | 1.0% | +6,721+145.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 13,923 | $5.56M | 1.0% | −1,580−10.2% | Reduced | History |
| TRMBTrimble Inc. | COM | 96,456 | $6.21M | 1.1% | −5,012−4.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 25,997 | $6.39M | 1.1% | +3,293+14.5% | Added | History |
| PGProcter & Gamble Co | Stock | 41,459 | $6.73M | 1.2% | −1,210−2.8% | Reduced | History |
| RUNSunrun Inc. | COM | 516,595 | $6.81M | 1.2% | −236,370−31.4% | Reduced | History |
| XYLXylem Inc. | COM | 54,901 | $7.10M | 1.3% | +33,919+161.7% | Added | History |
| TTTrane Technologies plc | SHS | 24,393 | $7.32M | 1.3% | +9,093+59.4% | Added | History |
| GMGeneral Motors Co | COM | 174,368 | $7.91M | 1.4% | +32,757+23.1% | Added | History |
| TTEKTetra Tech Inc | COM | 43,505 | $8.04M | 1.4% | +19,567+81.7% | Added | History |
| BSYBentley Systems Inc | COM CL B | 158,310 | $8.27M | 1.5% | +74,265+88.4% | Added | History |
| CLColgate Palmolive Co | Stock | 95,228 | $8.58M | 1.5% | +39,636+71.3% | Added | History |
| AXPAmerican Express Co | Stock | 40,997 | $9.33M | 1.7% | +10,354+33.8% | Added | History |
| SYKStryker Corp | Stock | 26,455 | $9.47M | 1.7% | +9,380+54.9% | Added | History |
| AWKAmerican Water Works Company, Inc. | Stock | 78,497 | $9.59M | 1.7% | +21,045+36.6% | Added | History |
| VVisa Inc. | Stock | 41,786 | $11.7M | 2.1% | +14,095+50.9% | Added | History |
| WMWaste Management Inc | Stock | 63,825 | $13.6M | 2.4% | +18,528+40.9% | Added | History |
| LLYEli Lilly & Co | Stock | 27,432 | $21.3M | 3.8% | +5,720+26.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 54,391 | $22.9M | 4.1% | +16,981+45.4% | Added | History |
| NVDANVIDIA Corp | Stock | 27,326 | $24.7M | 4.4% | +6,707+32.5% | Added | History |
| ECLEcolab Inc. | Stock | 165,032 | $38.1M | 6.8% | +5,019+3.1% | Added | History |
| ACNAccenture plc | Stock | 121,247 | $42.0M | 7.4% | +4,151+3.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 215,021 | $125.0M | 22.1% | +3,605+1.7% | Added | History |
Sold out since Q4 2023 (6)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| GIBCgi Inc | CL A | 279,516 | $30.1M | 6.2% | History |
| AMRCAmeresco, Inc. | CL A | 72,640 | $2.30M | 0.5% | History |
| ABTAbbott Laboratories | Stock | 3,309 | $364.2K | 0.1% | History |
| JBTMJBT Marel Corp | COM | 1,282 | $127.5K | <0.1% | History |
| PEGPublic Service Enterprise Group Inc | COM | 1,583 | $96.8K | <0.1% | History |
| TRIThomson Reuters Corp | COM NO PAR | 480 | $70.5K | <0.1% | History |